Josh DeLong

Registered Representative
Connect with Josh DeLong
josh.delong@cplanning.com

Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210

Josh DeLong, originally from Asheville, North Carolina, brings a unique blend of analytical insight and creative thinking to his role as a financial professional. A University of Kentucky graduate in Marketing and International Business, Josh began his career in digital marketing, managing campaigns for Townsquare Interactive. Seeking a more direct impact on people’s lives, he transitioned into financial services, gaining experience with New York Life and NYLife Securities.

Josh joined Consolidated Planning to grow as a financial professional in an environment that values collaboration, learning, and client-focused service. He works with established business owners—especially in wedding/event planning, tree removal, and roofing—helping them optimize their finances and build long-term strategies for life and legacy.

Outside of work, Josh is a passionate musician, performing in both a classic rock band and a folk/bluegrass duo, and enjoys traveling to explore new cultures. Having lost his father at a young age, he brings empathy and dedication to helping clients navigate both the financial and emotional complexities of life.

 

Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.